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According to the data from the Passenger Car Association, in August 2024, the retail sales volume of the domestic passenger car market was 1.905 million units, a year - on - year decrease of 1.0% and a month - on - month increase of 10.8%. Among them, the retail sales volume of new energy vehicles exceeded one million for the first time, reaching 1.027 million units, with a year - on - year increase of 43.2% and a month - on - month increase of 17.0%. The domestic retail penetration rate was 53.9%, reaching a new historical high after the penetration rate exceeded 50% for the first time in July.
乘联会数据显示，2024年8月，国内乘用车市场零售销量为190.5万辆，同比下滑1.0%，环比增长10.8%。其中，新能源汽车零售销量首次迈过百万大关，为102.7万辆，同比增长43.2%，环比增长17.0%，国内零售渗透率为53.9%，继7月渗透率首超50%后再创历史新高。
Looking at the list of new energy manufacturers' retail sales in August, all the car companies that entered the top ten in the sales list are common brands, namely BYD, Geely, Tesla China, SAIC - GM - Wuling, Changan, Li Auto, Chery, Seres, GAC Aion, and Leapmotor. Among them, GAC Aion is the only car company with a double - digit year - on - year decline, with a year - on - year decline of 37.3%; Tesla China has a year - on - year decline of 1.9%, and the other models have increased to varying degrees.
从8月新能源厂商零售销量榜单来看，入榜销量榜前十名的车企均为常见品牌，分别为比亚迪汽车、吉利汽车、特斯拉中国、上汽通用五菱、长安汽车、理想汽车、奇瑞汽车、赛力斯汽车、广汽埃安、零跑汽车。其中，广汽埃安是唯一一家出现同比两位数下滑的车企，同比下滑37.3%；特斯拉中国同比下滑1.9%，其余车型均有不同程度的涨幅。
Let's first look at GAC Aion. The sales volume in August was 32,700 units, with a year - on - year decline of 37.3%. The decline is particularly obvious. The cumulative sales volume in the first eight months was 226,800 units, with a year - on - year decline of 26.0%. It is also the car company with the highest decline on the list. As a new energy brand under the GAC Group, as of now, the models on sale by GAC Aion include AION Y, AION S, AION V, and AION LX. Among them, AION Y and AION S are the main sales forces. The retail sales volumes of the two models in 2023 were 235,700 units and 220,900 units respectively. In the past few years, relying on the two low - price models AION Y and AION S, GAC Aion has almost occupied half of the online car - hailing market. Now the online car - hailing market has gradually become saturated, and the internal volume of the "price war" has also made GAC Aion lose its price advantage. The latest data in August shows that the sales volumes of the two cars are 15,200 units and 12,200 units respectively, while AION V and AION LX have only 3,779 units and 33 units respectively.
先来看看广汽埃安，8月销量为3.27万辆，同比下滑37.3%，跌幅尤为明显，前8月累计销量为22.68万辆，同比下滑26.0%，同样是榜单跌幅最高的车企。作为广汽集团旗下新能源品牌，截至目前，广汽埃安在售车型包括AION Y、AION S、AION V和AION LX，其中AION Y和AION S是销量主力，两款车型在2023年零售销量分别为23.57万辆和22.09万辆。在过去的几年里，依靠AION Y和AION S两款低价车型，广汽埃安几乎占领网约车市场的半边天，如今网约车市场已逐渐饱和，加上“价格战”的内卷也令广汽埃安失去了价格优势。最新的8月数据显示，两车销量分别为1.52万辆和1.22万辆，AION V和AION LX则分别仅有3779辆和33辆。
Tesla China's sales volume in August was 63,500 units, with a year - on - year decline of 1.9%. Among them, the Model Y was 45,300 units and the Model 3 was 1,810 units. The cumulative sales volume of Tesla China in the first eight months of this year was 38,800 units, with a year - on - year decline of 0.6% and a market share of 6.5%, which is far from BYD's 34.6%.
特斯拉中国8月销量为6.35万辆，同比下滑1.9%，其中Model Y为4.53万辆；Model 3为1.81万辆；今年前8月特斯拉中国累计销量为3.88万辆，同比下滑0.6%，市场份额为6.5%，与比亚迪的34.6%相差甚远。
BYD continued to top the list in August with 379,600 units, the only brand on the list with sales exceeding 300,000 units. The cumulative sales volume within the year was 2.0799 million units, with a year - on - year increase of 27.8% and a market share as high as 34.6%. As the largest new energy vehicle manufacturer in China, BYD now has an absolute leading position in the global automobile market and has laid out four brands: BYD, Denza, Fang Chengbao, and Yangwang. At present, its main sales source still depends on the Dynasty Network and Ocean Network in the BYD brand. The two high - end brands, Fang Chengbao and Yangwang, currently play a more important role in enhancing the brand image and brand value.
8月比亚迪以37.96万辆继续蝉联榜首，是榜单中唯一一家销量超30万辆的品牌；年内累计销量为207.99万辆，同比增长27.8%，市场份额高达34.6%。作为国内最大的新能源汽车制造商，如今比亚迪在全球车市已拥有绝对的领先地位，并已布局比亚迪品牌、腾势、方程豹、仰望四大品牌，当前，其主要销量来源还是依靠比亚迪品牌中的王朝网和海洋网，方程豹和仰望两大高端品牌目前更多还是起到提升品牌的形象和品牌价值的作用。
Looking at the entire list comprehensively, the most outstanding performance is still Seres. In August, it increased by 912.3% year - on - year to 33,500 units. The cumulative sales volume in the first eight months was 253,600 units, with a year - on - year increase of 659.4%. The growth of Seres' sales is inseparable from its core brand - AITO. The models on sale of AITO include the AITO M5, AITO M7, and AITO M9. Yesterday, the five - seat version of the AITO M9 was launched, with a price of 469,800 - 569,800 yuan. At the press conference, Yu Chengdong said that the AITO M9 has been pre - ordered more than 130,000 units in more than 8 months since its launch and has won the sales champion of luxury models above 500,000 yuan in China for five consecutive months. With the launch of new models, it remains to be seen whether the car can achieve more excellent sales results in the future.
综合整个榜单来看，表现最为亮眼的还是赛力斯汽车，8月同比增长912.3%至3.35万辆；前8月累计销量为25.36万辆，同比增长659.4%。赛力斯汽车销量的增长离不开核心品牌——AITO问界，AITO问界在售车型包括问界M5、问界M7、问界M9。昨日，问界M9五座版车型上市，售价为46.98-56.98万元。发布会现场，余承东称，问界M9上市8个多月大定超13万辆，连续五个月蝉联中国50万以上豪华车型销冠。随着新车型的上市，后续该车能否创下更优异的销量成绩，拭目以待。
In addition, Chery also had a good increase in August, with a year - on - year increase of 251.5% to 36,100 units. The cumulative sales volume in the first eight months was 188,400 units, with a year - on - year increase of 213.1%.
此外，奇瑞汽车8月也有不错的涨幅，同比增长251.5%至3.61万辆；前8月累计销量为18.84万辆，同比增长213.1%。
Li Auto is the only car company on the list in the "Weixiaoli" camp. In fact, since 2023, the "Weixiaoli" has gone their separate ways. Especially since 2024, Li Auto has been firmly in the first place on the list of new car - making forces in terms of sales. The data shows that the sales volume of Li Auto in August was 48,100 units, with a year - on - year increase of 37.8%. For reference, the sales volumes of Nio and Xiaopeng in August were 20,200 units and 14,000 units respectively. The second - tier new force brand Leapmotor also entered the list in August, with a sales volume of 28,000 units, with a year - on - year increase of 97.4%. However, Nezha was not on the list, with a sales volume of 11,000 units and a year - on - year decline of 9.07%.
理想汽车是“蔚小理”阵营中唯一上榜的车企，实际上，从2023年开始“蔚小理”已分道扬镳，尤其是进入2024年以来，理想汽车在销量端上长期稳居造车新势力榜单第一名。数据显示，8月理想汽车销量为4.81万辆，同比增长37.8%。作为参考，蔚来汽车和小鹏汽车8月销量分别为2.02万辆和1.40万辆。8月二线新势力品牌零跑汽车也入围榜单，销量为2.80万辆，同比增长97.4%，而哪吒汽车无缘榜单，为1.10万辆，同比下滑9.07%。
In addition to the above car companies, Geely, SAIC - GM - Wuling, and Changan also had varying degrees of increase in August, with year - on - year increases of 66.0%, 78.3%, and 36.5% respectively, ranking second, fourth, and fifth on the list respectively.
除上述车企外，包括吉利汽车、上汽通用五菱、长安汽车8月也有不同程度的涨幅，分别同比增长66.0%、78.3%、36.5%，分别排名榜单第二、第四和第五名。
Overall, the performance of many car companies in the auto market in August was relatively strong. The Passenger Car Association said that in August, the domestic wholesale sales volume of new energy vehicles by manufacturers was significantly lower than the retail sales volume, but the terminal sales volume of new energy vehicles showed an accelerated upward trend better than expected. With the arrival of the "Golden September and Silver October", it is expected that the new energy market will usher in a more intense battle for market share, and the sales volume may be significantly improved at that time. The data shows that from January to August this year, the domestic passenger car market has accumulated a retail volume of 13.472 million units, with a year - on - year increase of 1.9%. Among them, the retail sales volume of new energy vehicles was 6.009 million units, with a year - on - year increase of 35.1%.
总的来看，8月多家车企在车市的表现还是相对强劲的，乘联会表示，8月厂商新能源国内批发销量大幅低于零售，但新能源车终端销量呈现出好于预期的加速上行的行情。随着金九银十的到了，预计新能源市场将迎来更激烈的份额争夺战，届时销量或会有更明显的提升。数据显示，今年1-8月，国内乘用车市场累计零售为1347.2万辆，同比增长1.9%。其中，新能源汽车零售销量为600.9万辆，同比增长35.1%。
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